Clarien’s North American Founders Fund holds a concentrated portfolio of high-quality businesses that are leaders within strong, long-term industries. The Fund aims to protect your capital and deliver solid returns by:

Selecting companies that exhibit a founder’s mentality

These are owner-led companies in which the interests of the leadership and the investors are aligned. They are innovative, sustainable and diversified, with a clear vision and a commitment to environmental, social and governance (ESG) best practices.

Investing in exceptional companies with proven longevity

We look for performers with strong track records and  identifiable and sustainable competitive advantages that sustain enduring returns on investment.

Building a profound understanding of each company

Our exhaustive reviews of each prospective business include thorough examinations of all aspects of their structure, strategy, and financials, from cash flow to assets and return on capital.

Leveraging institutional investment strength

With Clarien Investments, institutional and individual clients benefit from a uniform investment approach. Investors in the Fund are served by the same principles and discipline that support large institutions and family offices.

For additional information, please contact your Relationship Manager, or email privatewealth@clarienbank.com.

We view the management teams of our portfolio companies as partners, sharing the same objectives for progress and long-term success. Through our partnership with the Portland Holdings group, we:

• Leverage the value of the Group’s investment framework
• Build on the investing expertise of our team
• Enhance our ability to develop world-class equity solutions
  
  

Miguel DaPonte, CFA

EVP, Chief Wealth Management Officer

Mr. DaPonte is a CFA charter holder who obtained an MBA from the Richard Ivey School of Business at the University of Western Ontario. Prior to joining Clarien, Mr. DaPonte was the SVP Investments and Pensions at a local insurance company. During that time, he was responsible for the asset allocation and manager selection of the balance sheet assets of the firm and headed the company’s defined contribution pension business. Prior to that, he was Assistant Vice President at a global annuity and life insurance company, where he monitored and advised on investment portfolios totaling over $12 billion.

The formative years of his career were spent at an investment advisory service firm as a Senior Investment Analyst, where he managed global equities and fixed income portfolios.

In his new role as Chief Wealth Management Officer, Mr. DaPonte will be tasked with leading and overseeing Clarien’s Wealth Management business and all associated teams, including but not limited to: Private Banking, Investment Management (Clarien Investments Limited) and Trust Management (Clarien Trust Limited), including Family Office and Clarien Corporate Services Limited.

Qing Lutkin (Judy), CFA

VP, Head of Research & Asset Management

Judy is focused on development and execution of investment strategies for private client portfolios and institutional investors. Prior to joining Clarien, Judy was Portfolio Manager for PRP Performa Ltd., where she provided customised investment solutions for captive insurance companies and institutional investors.

Previously, Judy was a Manager of Market Strategy at Saint-Gobain China, a subsidiary of the French Fortune 500 company. She earned an MBA in international business from the University of Birmingham, UK and a BSc in economics from Hubei University, China. She holds the Chartered Financial Analyst designation.

David Tavares, CFA

• Prospectus for Global Voyager Fund
• Supplement for the North American Founders Fund
• Account Opening Form
• Subscription Application Form